+67.9%
DUSL vs VT
+53.4%
+14.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | -0.3% |
| 7D | -8.9% | -2.3% | -6.6% | -2.5% |
| 30D | -10.6% | -5.0% | -5.6% | +3.4% |
| 3M | -34.4% | -4.9% | -29.5% | -24.1% |
| 6M | -28.3% | -1.5% | -26.8% | -23.9% |
| YTD | -0.6% | +8.5% | -9.1% | -17.4% |
| 1Y | +3.3% | +11.4% | -8.1% | -19.7% |
| 3Y | +160.5% | +70.1% | +90.4% | -27.9% |
| All | +67.9% | +53.4% | +14.5% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling